Purchases and Sales Made in Q1 2025 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q1 2025. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR-CONSUMER DI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-330- 0.96% |
$63.6K - $77K
|
34K
$7.26M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-332- 0.47% |
$63.9K - $77.4K
|
69.7K
$14.9M
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-349- 0.41% |
$67.2K - $81.4K
|
85.4K
$18.3M
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-353- 0.97% |
$68K - $82.3K
|
36.1K
$7.72M
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-355- 19.27% |
$68.4K - $82.8K
|
1.49K
$318K
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-370- 1.28% |
$71.3K - $86.3K
|
28.5K
$6.09M
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-373- 5.41% |
$71.8K - $87K
|
6.52K
$1.39M
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-376- 15.33% |
$72.4K - $87.7K
|
2.08K
$444K
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-382- 17.42% |
$73.6K - $89.1K
|
1.81K
$387K
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-383- 2.86% |
$73.8K - $89.3K
|
13K
$2.78M
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-386- 23.89% |
$74.3K - $90K
|
1.23K
$263K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-389- 9.61% |
$74.9K - $90.7K
|
3.66K
$782K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-390- 22.03% |
$75.1K - $90.9K
|
1.38K
$295K
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-400- 4.42% |
$77K - $93.3K
|
8.64K
$1.85M
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-400- 4.01% |
$77K - $93.3K
|
9.58K
$2.05M
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-405- 6.43% |
$78K - $94.4K
|
5.9K
$1.26M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-406- 26.76% |
$78.2K - $94.7K
|
1.11K
$238K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-410- 3.47% |
$79K - $95.6K
|
11.4K
$2.44M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-414- 17.08% |
$79.7K - $96.5K
|
2.01K
$430K
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-418- 5.84% |
$80.5K - $97.5K
|
6.74K
$1.44M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-427- 9.89% |
$82.2K - $99.6K
|
3.89K
$831K
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-428- 13.61% |
$82.4K - $99.8K
|
2.72K
$581K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-430- 26.99% |
$82.8K - $100K
|
1.16K
$249K
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
SELL
|
- |
-430- 43.09% |
$82.8K - $100K
|
568
$121K
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-432- 21.59% |
$83.2K - $101K
|
1.57K
$335K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-437- 8.6% |
$84.2K - $102K
|
4.65K
$993K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-442- 4.13% |
$85.1K - $103K
|
10.3K
$2.2M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-444- 31.65% |
$85.5K - $104K
|
959
$205K
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-450- 6.14% |
$86.7K - $105K
|
6.88K
$1.47M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-454- 10.35% |
$87.4K - $106K
|
3.93K
$841K
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-458- 6.15% |
$88.2K - $107K
|
6.99K
$1.49M
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-458- 16.72% |
$88.2K - $107K
|
2.28K
$488K
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-462- 6.16% |
$89K - $108K
|
7.04K
$1.51M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-464- 6.19% |
$89.4K - $108K
|
7.03K
$1.5M
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-464- 1.97% |
$89.4K - $108K
|
23K
$4.93M
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-478- 1.44% |
$92.1K - $111K
|
32.8K
$7.01M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-487- 10.55% |
$93.8K - $114K
|
4.13K
$883K
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-490- 23.73% |
$94.4K - $114K
|
1.58K
$337K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-493- 69.44% |
$95K - $115K
|
217
$46.4K
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-500- 14.97% |
$96.3K - $117K
|
2.84K
$607K
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-515- 14.25% |
$99.2K - $120K
|
3.1K
$663K
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-520- 10.56% |
$100K - $121K
|
4.41K
$942K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-522- 7.3% |
$101K - $122K
|
6.62K
$1.42M
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-522- 14.79% |
$101K - $122K
|
3.01K
$643K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-523- 1.87% |
$101K - $122K
|
27.5K
$5.88M
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-540- 28.35% |
$104K - $126K
|
1.37K
$292K
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-552- 4.7% |
$106K - $129K
|
11.2K
$2.39M
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-568- 8.59% |
$109K - $132K
|
6.04K
$1.29M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-575- 8.52% |
$111K - $134K
|
6.17K
$1.32M
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-583- 24.99% |
$112K - $136K
|
1.75K
$374K
|